Just now, I just switched from AmBon Islam into AMBRIC, topped up AmPrecious Metals, RHB Asian Total Return Fund and EISC.

Now have to start praying. 

Commodities is soooooo passe! It was so yesterday... Today is China! China! China! And tomorrow... according to my crystal ball may be Eurozone (QE effect mah!)

Xuzen

I am maintaining 80% exposure to Greater China because it still offer the best risk adjusted reward compared to other geographical region. If I can find another asset class that have better risk adjusted reward, I'll dump this and move on... no emotional attachment. It is all about the numbers.

Back to your question: To answer the above question, look at your own portfolio...how many % exposure are you holding This should answer your question. Ultimately, it all boils down to how much risk can you stomach.

You will also realise that I do not talk about market timing, i..e, when can top up or when to pull out. I always talk about how much % to hold.  If you think from this perspective, then you will realise the there is no more need to ask when to buy or when to sell anymore!

This is all part and parcel of asset allocation and based on the Modern Portfolio Theory.

Xuzen

wondering why or what made you sold off last week and why want to reenter now (just 1 week different)?
(got crystal balls at home ?)   

"With China... really hv to monitor very closely"....isn't that the job of the FM of those fund that has looser mandate?

In the beginning of the year,...i grumbled that my portfolio ROI is less than FD rate for the year....
Thanks to the bull of the past few months.....
now is exactly 2 years since i started.....portfolio ROI is 11.8% (after minus SC)...estimated annualised to be 5.x%?

Source said that 1MDB bond rating dropped to junk status:

http://www.themalaymailonline.com/money/ar...sider-wind-down